Companies live in what we think of as the Address Book. It will include any entity you interact with.
You can download the template with the link below. The Address Book is made up of four sets of data: Companies, Contacts, Addresses, and Phone Numbers. Each Company can have an unlimited number of linked Contacts, Addresses, and Phone Numbers. When migrating, you will only be able to import one address and two phone numbers - additional numbers and addresses can be added from within the system.
Each column of the spreadsheet is pre-mapped to data fields within the Base Builders system. You are welcome to leave columns and/or cells blank, but do not delete or add any columns. Copy your data from whatever system(s) you are currently using and paste it into this spreadsheet. Keep the header row with field labels; they will be used to check the field mapping when importing.
DataForBB~Company.xlsx
Before you send us your data, we recommend that you review it carefully and remove any duplicates. If you gathered your data from multiple sources, you will likely need to perform some cleanup. Be careful about the company name; this data will be used to match your contacts with your companies.
Company Name: We could say that this is the only required data.
Address Line 1: You can wrap text within this field if you don't want to use the next column.
Address Line 2: While all of the address columns are optional, your invoices may look a bit silly without a properly formatted address.
City: Yup, you can wrap text in this field as well.
State / Providence: The two-letter state abbreviations we use today—like CA for California or TX for Texas—were officially introduced by the U.S. Postal Service in October 1963, shortly after the introduction of Postal Codes.
Fun tidbit: The only change since 1963 was for Nebraska, which initially used “NB” but was changed to “NE” to avoid confusion with New Brunswick in Canada.
Postal Code: Postal codes—known as ZIP Codes in the United States—were officially introduced on 1 July 1963.
Phone 1 and Phone 2: Both are optional. Rename the column header with how you would like the numbers to be identified in the system. Ie. Office, Fax, or Back Line.
Disciplines: The discipline category/classification) column is used to assign a discipline or category to each company. This makes it easy for you to search for companies. It is also used when reporting on projects, so you can see which client types are your most profitable. If you were thinking that you would have a category called Client, we recommend that you use more specific titles that could classify your clients into different segments.
These categories should match the
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